Portfolio (Quarterly)
Guide ↗
Tripletail Wealth Management, LLC
· CIK 0002079812| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | HERD | PACER FDS TR | — | 5,175 | $244K | 0.31% | SOLD |
| 2 | LGND | LIGAND PHARMACEUTICALS INC | Healthcare | 710 | $130K | 0.16% | SOLD |
| 3 | AIOT | POWERFLEET INC | Technology | 21,070 | $78K | 0.10% | SOLD |
| 4 | III | INFORMATION SVCS GROUP INC | Technology | 11,600 | $52K | 0.07% | SOLD |
| 5 | PNFP | PINNACLE FINL PARTNERS INC | Financial Services | 454 | $43K | 0.06% | SOLD |
| 6 | LAKE | LAKELAND INDS INC | Consumer Cyclical | 3,830 | $38K | 0.05% | SOLD |
| 7 | — | TRONOX HOLDINGS PLC | — | 3,995 | $33K | 0.04% | SOLD |
| 8 | — | BLOCK INC | — | 500 | $33K | 0.04% | SOLD |
| 9 | XME | SPDR SERIES TRUST | — | 200 | $21K | 0.03% | SOLD |
| 10 | GE | GE AEROSPACE | Industrials | 66 | $20K | 0.03% | SOLD |
| 11 | PATH | UIPATH INC | Technology | 803 | $13K | 0.02% | SOLD |
| 12 | SNPS | SYNOPSYS INC | Technology | 23 | $11K | 0.01% | SOLD |
| 13 | UL | UNILEVER PLC | Consumer Defensive | 117 | $8K | 0.01% | SOLD |
| 14 | — | FUBOTV INC | — | 2,000 | $5K | 0.01% | SOLD |
| 15 | — | NIOCORP DEVS LTD | — | 800 | $4K | 0.01% | SOLD |
| 16 | INTC | INTEL CORP | Technology | 100 | $4K | 0.01% | SOLD |
| 17 | BMRN | BIOMARIN PHARMACEUTICAL INC | Healthcare | 60 | $4K | 0.01% | SOLD |
| 18 | FIG | FIGMA INC | Technology | 80 | $3K | 0.00% | SOLD |
| 19 | SMCI | SUPER MICRO COMPUTER INC | Technology | 90 | $3K | 0.00% | SOLD |
| 20 | CRCL | CIRCLE INTERNET GROUP INC | Financial Services | 30 | $2K | 0.00% | SOLD |
Sector Allocation
Technology
38.4%
Financial Services
12.4%
Healthcare
9.6%
Industrials
9.0%
Consumer Cyclical
7.7%
Energy
7.5%
Communication Services
7.0%
Consumer Defensive
3.0%
Utilities
2.6%
Basic Materials
2.6%